When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the project types that you want to include on the report. You must select at least one project type.

Include transaction types

Select the transaction types that you want to include on the report. You must select at least one transaction type.

(Project date)

From date / To date

Specify a starting date and an ending date to include transactions that are posted to projects.

(Ledger date)

From date / To date

Specify a starting date and ending date to include project transactions that posted to the ledger.

Actual vs. budget

Select Actual to display actual values on the report.

Select Budget to display budgeted values on the report.

Forecast model

Select the forecast model that you want the report to use.

Note

If you are using project budget control, select the budget forecast model that is used by this project.

Project view

Select the point of view of the output on the report from the drop down list in this field.

For example, the output can be based on the project group, the person in charge of the project, the person financially in charge of the project, or the customer.

Project level

Specify the number of subproject levels:

Select 0 to display all projects that are summarized in one line.

Select 1 to display only parent projects.

Select 2 to display subprojects.

Note

The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level.

Skip blank ID

Select whether to exclude transactions that are not associated with a project ID.

Skip zero

Select whether to exclude all rows on the report where the amounts are equal to zero.

Show amount

Select how you want decimals to appear on the report. Select from the following options:

With decimals – Amounts are displayed to two decimal places of your company currency.

Without decimals – Amounts are rounded to integers.

Amount in 1,000 – Amounts are rounded to the nearest 1,000 units of your company currency.

Amount in 1,000,000 – Amounts are rounded to the nearest million units of your company currency.

Show hour

Select whether to display the quantity of hours, the cost value for hours posted to a project, or both on the report.

Positive WIP

Select whether to include projects where the WIP amount is a net positive value. WIP is positive when invoiced amounts exceed cost transactions.

Negative WIP

Select whether to include projects where the WIP amount is a net negative value.